Argent Capital Management LLC Top Holdings and 13F Report (2025) About Argent Capital Management LLCInvestment ActivityArgent Capital Management LLC has $3.50 billion in total holdings as of June 30, 2025.Argent Capital Management LLC owns shares of 154 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 7.83% of the portfolio was purchased this quarter.About 6.81% of the portfolio was sold this quarter.This quarter, Argent Capital Management LLC has purchased 156 new stocks and bought additional shares in 80 stocks.Argent Capital Management LLC sold shares of 35 stocks and completely divested from 11 stocks this quarter.Largest Holdings Microsoft $244,043,355Amazon.com $214,992,547NVIDIA $137,655,126Mastercard $125,947,490Alphabet $124,387,137 Largest New Holdings this Quarter 461202103 - Intuit $33,820,045 Holding553498106 - MSA Safety Incorporporated $17,181,039 Holding056525108 - Badger Meter $2,785,087 Holding903731107 - UL Solutions Inc. $2,610,574 Holding147448104 - Casella Waste Systems $639,205 Holding Largest Purchases this Quarter O'Reilly Automotive 566,087 shares (about $51.02M)Intuit 42,939 shares (about $33.82M)Meta Platforms 41,418 shares (about $30.57M)MSA Safety Incorporporated 102,555 shares (about $17.18M)Tyler Technologies 27,996 shares (about $16.60M) Largest Sales this Quarter UnitedHealth Group 205,654 shares (about $64.16M)Apple 238,524 shares (about $48.94M)Fair Isaac 21,781 shares (about $39.81M)Ameriprise Financial 45,965 shares (about $24.53M)Carlyle Group 61,867 shares (about $3.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArgent Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$244,043,355$759,048 ▼-0.3%490,6287.0%Computer and TechnologyAMZNAmazon.com$214,992,547$1,830,371 ▼-0.8%979,9566.1%Retail/WholesaleNVDANVIDIA$137,655,126$553,597 ▼-0.4%871,2903.9%Computer and TechnologyMAMastercard$125,947,490$997,443 ▼-0.8%224,1303.6%Business ServicesGOOGLAlphabet$124,387,137$1,090,511 ▼-0.9%705,8233.6%Computer and TechnologyAVGOBroadcom$104,616,363$359,723 ▲0.3%379,5263.0%Computer and TechnologyTDGTransdigm Group$102,699,911$15,366,134 ▲17.6%67,5372.9%AerospacePGRProgressive$91,348,316$789,105 ▼-0.9%342,3082.6%FinanceAMATApplied Materials$91,033,075$424,723 ▼-0.5%497,2582.6%Computer and TechnologyVVisa$90,986,141$967,511 ▼-1.1%256,2632.6%Business ServicesURIUnited Rentals$90,500,293$1,760,689 ▲2.0%120,1232.6%ConstructionHCAHCA Healthcare$88,274,468$1,088,389 ▲1.2%230,4212.5%MedicalAAPLApple$84,250,328$48,937,931 ▼-36.7%410,6372.4%Computer and TechnologyBXBlackstone$82,628,677$477,908 ▲0.6%552,4052.4%FinanceBAHBooz Allen Hamilton$80,506,886$737,970 ▲0.9%773,1382.3%Business ServicesMETAMeta Platforms$80,245,941$30,570,234 ▲61.5%108,7212.3%Computer and TechnologyDHRDanaher$72,542,341$353,794 ▼-0.5%367,2292.1%MedicalXOMExxon Mobil$71,595,597$11,103 ▲0.0%664,1522.0%EnergyDHID.R. Horton$70,345,171$262,868 ▲0.4%545,6502.0%ConstructionCPRTCopart$69,940,600$544,137 ▼-0.8%1,425,3232.0%Business ServicesJPMJPMorgan Chase & Co.$67,932,505$1,900,648 ▲2.9%234,3231.9%FinanceNOWServiceNow$66,296,767$11,833,201 ▲21.7%64,4861.9%Computer and TechnologyWCNWaste Connections$65,901,484$715,884 ▼-1.1%352,9431.9%Business ServicesFTNTFortinet$64,827,927$132,890 ▼-0.2%613,2041.9%Computer and TechnologyTYLTyler Technologies$60,961,737$16,597,149 ▲37.4%102,8301.7%Computer and TechnologyORLYO'Reilly Automotive$54,720,717$51,021,421 ▲1,379.2%607,1311.6%Retail/WholesaleOMFOneMain$47,000,328$1,242,771 ▲2.7%824,5671.3%FinanceAPOApollo Global Management$45,618,484$13,359,343 ▲41.4%321,5511.3%FinanceETNEaton$45,143,424$1,856,701 ▲4.3%126,4561.3%IndustrialsHLIHoulihan Lokey$43,473,519$1,081,858 ▲2.6%241,5871.2%FinanceNEENextEra Energy$40,912,892$56,300 ▲0.1%589,3531.2%UtilitiesMUSAMurphy USA$35,564,209$1,703,684 ▼-4.6%87,4241.0%Retail/WholesaleORCLOracle$34,409,861$900,753 ▲2.7%157,3891.0%Computer and TechnologyINTUIntuit$33,820,045$33,820,045 ▲New Holding42,9391.0%Computer and TechnologyFerguson Enterprises Inc.$33,772,466$422,218 ▲1.3%155,0971.0%COMCGCarlyle Group$32,165,422$3,179,966 ▼-9.0%625,7860.9%FinanceADPAutomatic Data Processing$30,149,759$797,830 ▲2.7%97,7620.9%Computer and TechnologyRLIRLI$27,826,768$9,603,444 ▲52.7%385,3060.8%FinanceRSGRepublic Services$27,112,171$764,001 ▲2.9%109,9390.8%Business ServicesMEDPMedpace$25,186,323$1,921,765 ▼-7.1%80,2470.7%MedicalHDHome Depot$24,154,995$550,327 ▲2.3%65,8820.7%Retail/WholesaleAMGNAmgen$24,118,769$698,585 ▲3.0%86,3820.7%MedicalACNAccenture$24,018,855$625,877 ▲2.7%80,3600.7%Computer and TechnologyCVXChevron$23,720,146$755,041 ▲3.3%165,6550.7%EnergyTSCOTractor Supply$23,673,813$660,627 ▲2.9%448,6230.7%Retail/WholesaleALGNAlign Technology$21,473,241$13,318,230 ▲163.3%113,4170.6%MedicalPATKPatrick Industries$20,668,965$496,136 ▲2.5%224,0050.6%ConstructionTRIThomson Reuters$19,941,116$598,364 ▲3.1%99,1450.6%Business ServicesGRMNGarmin$19,529,037$466,279 ▲2.4%93,5660.6%Computer and TechnologyTXNTexas Instruments$19,184,013$498,494 ▲2.7%92,4000.5%Computer and TechnologyEXRExtra Space Storage$18,460,186$506,455 ▲2.8%125,2050.5%FinancePEPPepsiCo$18,100,934$401,137 ▲2.3%137,0870.5%Consumer StaplesMSAMSA Safety Incorporporated$17,181,039$17,181,039 ▲New Holding102,5550.5%IndustrialsTMOThermo Fisher Scientific$14,711,812$388,433 ▲2.7%36,2840.4%MedicalTFIITFI International$12,810,612$9,635,129 ▲303.4%142,8640.4%TransportationEMREmerson Electric$9,557,761$8,752,581 ▲1,087.0%71,6850.3%IndustrialsVCTRVictory Capital$7,723,735$89,329 ▲1.2%121,3090.2%FinanceLPLALPL Financial$7,210,333$6,375 ▼-0.1%19,2290.2%FinanceFICOFair Isaac$6,853,022$39,814,797 ▼-85.3%3,7490.2%Computer and TechnologyCBZCBIZ$6,429,949$49,982 ▲0.8%89,6660.2%Business ServicesDSGXThe Descartes Systems Group$5,990,551$79,385 ▲1.3%58,9360.2%Computer and TechnologyCIGIColliers International Group$5,901,461$485,218 ▲9.0%45,2080.2%FinanceFSVFirstService$5,901,136$72,118 ▲1.2%33,7940.2%FinanceADUSAddus HomeCare$5,299,201$80,403 ▲1.5%46,0040.2%MedicalFIXComfort Systems USA$5,211,435$3,226,382 ▲162.5%9,7190.1%ConstructionHLNEHamilton Lane$5,188,517$3,498,710 ▲207.0%36,5080.1%FinanceCTASCintas$5,094,648$23,402 ▼-0.5%22,8590.1%Business ServicesITGartner$4,399,530$2,425 ▲0.1%10,8840.1%Business ServicesGDDYGoDaddy$4,258,239$8,823 ▼-0.2%23,6490.1%Computer and TechnologyTPXTempur Sealy International$4,190,384$928,611 ▼-18.1%61,5780.1%Retail/WholesaleAMEAMETEK$4,079,235$19,182 ▼-0.5%22,5420.1%Computer and TechnologyICFIICF International$4,061,523$849,476 ▲26.4%47,9460.1%Business ServicesAAgilent Technologies$3,886,229$9,559 ▲0.2%32,9310.1%MedicalSCIService Corporation International$3,849,729$7,326 ▼-0.2%47,2940.1%Consumer StaplesCheniere Energy, Inc$3,772,174$974 ▼0.0%15,4900.1%COMBLDTopBuild$3,764,772$387,517 ▼-9.3%11,6290.1%ConstructionMANHManhattan Associates$3,678,274$1,755,706 ▲91.3%18,6270.1%Computer and TechnologyBLDRBuilders FirstSource$3,522,871$607,021 ▼-14.7%30,1900.1%Retail/WholesaleWMTWalmart$3,103,8310.0%31,7430.1%Retail/WholesaleAXAxos Financial$2,986,471$27,983 ▲0.9%39,2750.1%FinanceGOOGAlphabet$2,887,9090.0%16,2800.1%Computer and TechnologyBMIBadger Meter$2,785,087$2,785,087 ▲New Holding11,3700.1%Computer and TechnologyCOSTCostco Wholesale$2,677,7880.0%2,7050.1%Retail/WholesaleUL Solutions Inc.$2,610,574$2,610,574 ▲New Holding35,8300.1%COMENTGEntegris$2,529,036$323 ▲0.0%31,3580.1%Computer and TechnologyTTTrane Technologies$2,402,6930.0%5,4930.1%ConstructionTTEKTetra Tech$2,248,239$1,536,955 ▲216.1%62,5210.1%IndustrialsCHDNChurchill Downs$2,151,208$1,352,699 ▲169.4%21,2990.1%Consumer DiscretionaryFSSFederal Signal$2,014,540$7,556 ▲0.4%18,9300.1%Multi-Sector ConglomeratesKNSLKinsale Capital Group$1,819,950$1,039,418 ▲133.2%3,7610.1%FinanceRBCRBC Bearings$1,782,394$78,499 ▲4.6%4,6320.1%IndustrialsGRBKGreen Brick Partners$1,702,728$72,878 ▲4.5%27,0790.0%FinancePLUSePlus$1,482,737$78,373 ▲5.6%20,5650.0%Computer and TechnologyPGProcter & Gamble$1,352,7130.0%8,4910.0%Consumer StaplesBRBRBellRing Brands$1,270,868$123,275 ▼-8.8%21,9380.0%Consumer StaplesUFPIUFP Industries$1,256,705$59,417 ▲5.0%12,6480.0%ConstructionMGYMagnolia Oil & Gas$1,231,364$59,819 ▲5.1%54,7760.0%EnergyICEIntercontinental Exchange$1,192,5550.0%6,5000.0%FinanceEWEdwards Lifesciences$1,101,1970.0%14,0800.0%MedicalHONHoneywell International$1,091,0430.0%4,6850.0%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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